Sperry Rail, Inc. Savings & Investment Plan
Sponsored by Sperry Rail, Inc. · EIN 060917470 · Plan #002
- Total assets
- $37.7M
- Net assets
- $37.7M
- Active participants
- 367
- With balances
- 236
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $60,977 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $26,400 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $21,536 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |